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tHEORetically Speaking: Daily Summaries Delivered
by HealthEconomics.com
Insights, observations, and executive interviews that discuss data and evidence to guide value-based decisions in health care. For more, visit our blog: https://healtheconomics.com/theoretically-speaking/
Latest Episodes
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- Jul 13, 202611 min
From Data Access to Evidence Usability: Connecting Payer Policy, Real-World Data, and Clinical Context to Close the Evidence Gap
In this episode of tHEORetically Speaking, we sit down with Becky Hollenberg, MPH, Senior RWD Strategy Lead at Norstella, to explore why data access is no longer the ultimate differentiator. Instead, the true competitive edge lies in evidence usability—the ability to connect clinical context, lab values, unstructured clinical notes, and payer policy into a single, cohesive narrative. Learn more about Norstella: www.norstella.com
- May 8, 20263 min
Weekly News Roundup — Wegovy Pill’s Historic Debut, Lilly’s Manufacturing Expansion, and Robotic GI Breakthroughs
This week’s tHEORetically Speaking News Roundup covers Novo Nordisk’s oral Wegovy pill shattering market expectations with $355 million in first-quarter sales, and Eli Lilly’s massive $4.5 billion investment to expand its manufacturing footprint in Indiana. We also explore Neptune Medical’s Triton GI robot reaching major clinical milestones in its first-in-human trials. Tune in for this concise recap of these pivotal industry updates!
- May 1, 20264 min
Weekly News Roundup — Real-Time Clinical Trials, Canadian Breast Cancer Standards, and FDA Data Integrity Concerns
This week’s tHEORetically Speaking News Roundup covers the FDA’s new real-time clinical trial initiative utilizing AI for faster drug development, and Breast Cancer Canada’s new unified national recommendations to eliminate regional disparities in care. We also break down the FDA’s proposal to withdraw Amgen’s Tavneos over data integrity issues and safety concerns. Register for the WODC USA here: https://www.terrapinn.com/WODC/US/2026/HealthEconomics Use code HE25 for an extra 25% off your re...
- Apr 20, 202629 min
INsights & OUTcomes with Mark Larkin
On this episode of INsights & OUTcomes, we sit down with Mark Larkin, real-world evidence expert at Vitaccess, to explore why the "gold standard" of clinical trials often falls short the moment a treatment hits the real world. We dive deep into the shift toward patient-centered science, discussing the critical difference between a study that is truly patient-centric versus one that is merely "patient-advised." Mark explains how longitudinal data is filling the gaps left by RCTs, from cap...
- Apr 10, 20263 min
Weekly News Roundup — PhRMA Leadership Transition, The ICHRA Shift, and MDUFA VI Preliminary Deal
This week’s tHEORetically Speaking News Roundup covers Steve Ubl’s planned departure from PhRMA after a decade of navigating the industry through landmark legislative shifts, and the growing momentum of ICHRAs as employers move toward "defined contribution" healthcare models. We also break down the preliminary MDUFA VI agreement, which signals a major hiring push at the FDA and a new "America-First" fee structure for medtech. Tune in for this concise recap of these pivotal industry upda...
- Mar 27, 20262 min
Weekly News Roundup — Medtech Mega Deals, EU Regulatory Delays, and Global Supply Chain Shock
This week’s tHEORetically Speaking News Roundup covers Abbott’s $21 billion acquisition of Exact Sciences, signaling a major expansion in cancer diagnostics, and Boehringer Ingelheim’s concerns over Europe’s slowing regulatory timelines compared to the U.S. We also break down a global supply chain shock triggered by the Strait of Hormuz closure. Tune in for this concise recap of these pivotal industry updates!
- Mar 20, 20262 min
Weekly News Roundup — Medicaid Maternal Care Expansion, Breakthrough Diabetes Data, and SMA Market Shakeups
This week’s tHEORetically Speaking News Roundup covers Nadia Care’s $12M raise to expand Medicaid-focused maternal care, Eli Lilly’s breakthrough Phase 3 results for its triple agonist retatrutide in type 2 diabetes, and Roche’s decision to halt development of its SMA therapy—reshaping competition in the rare disease space. Tune in for this concise recap of the key developments shaping the HEOR, RWE, and market access landscape.
- Mar 13, 20264 min
Weekly News Roundup — Biosimilar Policy Changes, mRNA Leadership Shifts, and Rare Disease Market Growth
This week’s tHEORetically Speaking News Roundup covers the FDA’s new guidance aimed at streamlining biosimilar development and reducing drug costs, leadership changes at BioNTech as its founders step down to launch a new mRNA venture, and projections that the global rare disease drug market could surpass $400 billion by 2032. We also explore the FDA’s launch of a new unified adverse event monitoring platform designed to modernize safety surveillance and improve transparency. Tune in for...
About tHEORetically Speaking
Insights, observations, and executive interviews that discuss data and evidence to guide value-based decisions in health care. For more, visit our blog: https://healtheconomics.com/theoretically-speaking/
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